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iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) Institutional Ownership

iShares iBonds Dec 2026 Term Muni Bond ETF logo
$25.52 -0.01 (-0.04%)
(As of 11/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$23.24M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.42M
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IBMO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Integrated Wealth Concepts LLC225,318$5.78M0.1%+18.9%1.259%
11/14/2024 Captrust Financial Advisors27,805$713K0.0%+52.1%0.155%
11/1/2024 Leavell Investment Management Inc.207,114$5.31M0.3%+5.6%1.157%
11/1/2024 Sonata Capital Group Inc.76,390$1.96M0.8%N/A0.427%
10/31/2024 Confluence Investment Management LLC74,294$1.91M0.0%+4.7%0.415%
10/31/2024 Spinnaker Trust30,966$794K0.0%-2.9%0.173%
10/29/2024 Blue Square Asset Management LLC48,194$1.24M0.7%-2.4%0.269%
10/16/2024 Buffington Mohr McNeal9,855$253K0.0%N/A0.055%
10/8/2024 Lbmc Investment Advisors LLC315,909$8.11M0.6%+22.5%1.765%
10/2/2024 Praetorian Wealth Management Inc.231,713$5.95M1.5%-4.8%1.294%
8/8/2024 Parallel Advisors LLC17,394$440K0.0%+22.4%0.097%
8/8/2024 STAR Financial Bank7,921$201K0.2%N/A0.044%
8/7/2024 Ashton Thomas Private Wealth LLC255,709$6.48M0.4%-6.9%1.429%
7/25/2024 Hills Bank & Trust Co275,858$6.99M0.6%+12.4%1.541%
7/23/2024 PSI Advisors LLC53,974$1.37M0.4%N/A0.302%
7/23/2024 Exchange Capital Management Inc.12,754$323K0.1%N/A0.071%
7/17/2024 Archford Capital Strategies LLC20,855$528K0.1%+9.8%0.117%
7/15/2024 Newman Dignan & Sheerar Inc.120,680$3.06M0.8%+0.7%0.674%
7/11/2024 Lbmc Investment Advisors LLC257,981$6.53M0.6%+38.2%1.441%
7/10/2024 Praetorian Wealth Management Inc.243,485$6.17M1.6%-3.5%1.360%
7/1/2024 Confluence Investment Management LLC70,934$1.80M0.0%+2.5%0.396%
5/17/2024 Comerica Bank11,442$290K0.0%+277.6%0.064%
5/15/2024 Stonebridge Capital Advisors LLC30,208$766K0.1%-14.9%0.169%
5/2/2024 Horan Securities Inc.8,946$227K0.1%+11.6%0.050%
5/1/2024 Janney Montgomery Scott LLC17,997$456K0.0%+24.8%0.101%
4/24/2024 Leavell Investment Management Inc.195,976$4.97M0.3%-3.4%1.101%
4/24/2024 Archford Capital Strategies LLC18,990$481K0.1%+5.5%0.107%
4/22/2024 Ashton Thomas Private Wealth LLC274,634$6.96M0.4%+0.6%1.543%
4/12/2024 Harbor Investment Advisory LLC2,056$52K0.0%N/A0.017%
4/12/2024 Lbmc Investment Advisors LLC186,620$4.73M0.4%+141.7%1.505%
4/10/2024 Praetorian Wealth Management Inc.252,380$6.40M1.7%+6.5%2.035%
4/1/2024 Confluence Investment Management LLC69,218$1.76M0.0%N/A0.558%
2/12/2024 Arrow Financial Corp9,388$239K0.0%-8.5%0.076%
2/7/2024 Horan Securities Inc.8,013$204K0.1%N/A0.065%
2/7/2024 Hills Bank & Trust Co244,958$6.25M0.6%+145.8%1.975%
2/2/2024 Spinnaker Trust11,946$305K0.0%N/A0.096%
2/2/2024 Gould Asset Management LLC CA17,130$437K0.1%N/A0.138%
1/30/2024 Scissortail Wealth Management LLC60,436$1.54M0.5%N/A0.487%
1/26/2024 Sandy Spring Bank37,310$952K0.0%-2.4%0.301%
1/23/2024 Leavell Investment Management Inc.202,976$5.18M0.3%+12.3%1.637%
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1/22/2024 Princeton Global Asset Management LLC6,125$156K0.0%+175.3%0.049%
1/16/2024 Lbmc Investment Advisors LLC77,200$1.97M0.2%+57.6%0.623%
1/12/2024 Archford Capital Strategies LLC17,999$459K0.1%+25.6%0.145%
1/11/2024 Praetorian Wealth Management Inc.236,943$6.05M1.7%+5.6%1.911%
11/15/2023 Stonebridge Capital Advisors LLC39,568$982K0.1%-3.2%0.319%
11/15/2023 Integrated Wealth Concepts LLC102,749$2.55M0.0%-7.9%0.829%
11/8/2023 Janney Montgomery Scott LLC14,407$357K0.0%+38.9%0.116%
11/8/2023 Newman Dignan & Sheerar Inc.110,401$2.74M0.9%+0.9%0.890%
10/30/2023 Sandy Spring Bank38,220$948K0.1%-1.5%0.308%
10/27/2023 Archford Capital Strategies LLC14,326$355K0.1%-41.9%0.116%
10/26/2023 Hills Bank & Trust Co99,677$2.47M0.3%N/A0.804%
10/24/2023 Cambridge Investment Research Advisors Inc.14,719$365K0.0%-78.0%0.119%
10/18/2023 Private Trust Co. NA6,919$172K0.0%+10.1%0.056%
10/16/2023 Leavell Investment Management Inc.180,794$4.49M0.3%+1.3%1.458%
10/11/2023 Praetorian Wealth Management Inc.224,345$5.57M1.8%+3.5%1.809%
10/10/2023 Confluence Investment Management LLC12,186$302K0.0%-88.5%0.098%
8/23/2023 Stonebridge Capital Advisors LLC40,866$1.03M0.1%+1.9%0.330%
8/9/2023 Flow Traders U.S. LLC16,176$407K0.0%N/A0.131%
8/4/2023 Sandy Spring Bank38,785$977K0.1%+1.9%0.314%
8/2/2023 Newman Dignan & Sheerar Inc.109,383$2.75M0.9%+10.7%0.886%
8/2/2023 Archford Capital Strategies LLC24,638$622K0.1%+79.4%0.199%
7/28/2023 Private Trust Co. NA6,287$158K0.0%-21.9%0.051%
7/26/2023 Janney Montgomery Scott LLC10,370$261K0.0%+9.7%0.084%
7/19/2023 Leavell Investment Management Inc.178,394$4.49M0.3%-0.4%1.444%
7/13/2023 Cambridge Investment Research Advisors Inc.66,797$1.68M0.0%-11.2%0.541%
7/10/2023 Praetorian Wealth Management Inc.216,806$5.46M1.7%-1.3%1.756%
7/3/2023 Confluence Investment Management LLC106,355$2.68M0.0%-1.1%0.883%
5/12/2023 Stonebridge Capital Advisors LLC40,114$1.02M0.1%+28.4%0.333%
5/12/2023 NewEdge Advisors LLC393,351$10.04M0.1%-6.7%3.264%
5/11/2023 Cambridge Investment Research Advisors Inc.75,206$1.92M0.0%+27.2%0.624%
5/9/2023 US Bancorp DE699,145$17.85M0.0%-1.1%5.802%
5/5/2023 Sandy Spring Bank38,055$972K0.1%+12.9%0.316%
5/3/2023 Arrow Financial Corp10,259$262K0.0%+4.8%0.085%
5/3/2023 Integrated Wealth Concepts LLC85,598$2.19M0.0%+71.4%0.710%
4/25/2023 Parallel Advisors LLC5,500$140K0.0%N/A0.046%
4/24/2023 Asset Dedication LLC10,187$259K0.0%+9.8%0.085%
4/20/2023 Princeton Global Asset Management LLC2,225$57K0.0%+354.1%0.018%
4/18/2023 Horan Securities Inc.5,911$151K0.1%N/A0.049%
4/13/2023 Leavell Investment Management Inc.179,194$4.58M0.3%+0.3%1.487%
4/12/2023 Praetorian Wealth Management Inc.219,752$5.61M1.8%+18.6%1.824%
4/10/2023 Lbmc Investment Advisors LLC48,990$1.25M0.1%+397.4%0.407%
4/4/2023 Confluence Investment Management LLC107,577$2.75M0.0%+930.8%0.931%
2/13/2023 Integrated Wealth Concepts LLC49,947$1.26M0.0%N/A0.000%
2/10/2023 Sandy Spring Bank33,720$850K0.1%+20.0%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.59,128$1.49M0.0%+145.8%0.000%
2/3/2023 Kades & Cheifetz LLC10,305$260K0.2%N/A0.000%
2/2/2023 Arrow Financial Corp9,791$247K0.0%+22.5%0.000%
2/1/2023 Janney Montgomery Scott LLC9,453$238K0.0%-29.7%0.000%
1/26/2023Vigilant Capital Management LLC3,390$85K0.0%+45.5%0.000%
1/26/2023 Archford Capital Strategies LLC13,564$342K0.1%+33.8%0.000%
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1/20/2023 Newman Dignan & Sheerar Inc.98,811$2.49M0.8%+30.0%0.000%
1/18/2023 Private Trust Co. NA8,126$205K0.0%-53.2%0.000%
1/17/2023 Leavell Investment Management Inc.178,700$4.51M0.3%+194.3%0.000%
1/11/2023 Praetorian Wealth Management Inc.185,257$4.67M1.7%+11.6%0.000%
1/5/2023Capital Investment Advisors LLC22,315$563K0.0%+95.5%0.000%
1/4/2023 Confluence Investment Management LLC10,436$263K0.0%-93.9%0.000%
(Data available from 1/1/2016 forward)

IBMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMO shares?

During the previous two years, 37 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Muni Bond ETF. The most heavily invested institutionals were US Bancorp DE ($17.85M), NewEdge Advisors LLC ($10.04M), Lbmc Investment Advisors LLC ($8.11M), Hills Bank & Trust Co ($6.99M), Ashton Thomas Private Wealth LLC ($6.48M), Praetorian Wealth Management Inc. ($5.95M), and Integrated Wealth Concepts LLC ($5.78M).Learn more on IBMO's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2026 Term Muni Bond ETF stock?

Of the 34 institutional investors that purchased iShares iBonds Dec 2026 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($306.06K), Hills Bank & Trust Co ($275.38K), Confluence Investment Management LLC ($171.44K), Leavell Investment Management Inc. ($153.99K), Integrated Wealth Concepts LLC ($121.35K), Praetorian Wealth Management Inc. ($89.35K), and Sonata Capital Group Inc. ($76.39K).

How much institutional buying is happening at iShares iBonds Dec 2026 Term Muni Bond ETF?

Institutional investors have bought a total of 1,597,016 shares in the last 24 months. This purchase volume represents approximately $40.53M in transactions.

Which iShares iBonds Dec 2026 Term Muni Bond ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold iShares iBonds Dec 2026 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($256.46K), Cambridge Investment Research Advisors Inc. ($60.49K), NewEdge Advisors LLC ($28.37K), Praetorian Wealth Management Inc. ($23.61K), Ashton Thomas Private Wealth LLC ($18.93K), Private Trust Co. NA ($10.99K), and Archford Capital Strategies LLC ($10.31K).

How much institutional selling is happening at iShares iBonds Dec 2026 Term Muni Bond ETF?

Institutional investors have sold a total of 448,830 shares in the last 24 months. This volume of shares sold represents approximately $11.27M in transactions.


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This page (BATS:IBMO) was last updated on 11/21/2024 by MarketBeat.com Staff
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